Intelligence Feed event · Macro · 2026-09-03

    Fed Governor Waller says he could support holding rates steady if inflation keeps easing

    Question

    Fed Governor Waller says he could support holding rates steady if inflation keeps easing

    Direct answer

    The repricing toward a steadier Fed path supports duration, while the dollar and short-end yields face pressure from lower hike expectations.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-03
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Fed Governor Waller says he could support holding rates steady if inflation keeps easing”, revision 1, evidence through 2026-09-03. https://marketontology.com/market-events/2026-09-03/fed-governor-waller-says-he-could-support-holding-rates-steady-if-inflation-keep-8aec60

    MACRO
    Fed Governor Waller says he could support holding rates steady if inflation keeps easing
    The repricing toward a steadier Fed path supports duration, while the dollar and short-end yields face pressure from lower hike expectations.
    TLTDXYSPY
    Impact
    80
    SEP 3
    SIG
    TLTDXYSPY
    Fed Governor Waller says he could support holding rates steady if inflation keeps easing
    The repricing toward a steadier Fed path supports duration, while the dollar and short-end yields face pressure from lower hike expectations.
    Impact
    The repricing toward a steadier Fed path supports duration, while the dollar and short-end yields face pressure from lower hike expectations.
    Affected
    TLTDXYSPY
    Source facts

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    TLTreduced odds of a September hike lift long-duration Treasury pricesUp1-5dthe 10-year Treasury yield fell to 4.77% after Waller's remarks
    DXYlower expected Fed tightening weakens the US interest-rate advantageDown1-5dmarket pricing shifted as the probability of a September hike fell to 50.2%
    SPYeasier policy expectations support broader equity multiplesUp1-5dWall Street surged and the S&P 500 posted back-to-back gains after the comments

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    SPYUpdisagreed773.17 2026-09-03-0.39%-1.15%-0.46%
    TLTUpdisagreed82.07 2026-09-03+0.17%-1.46%-5.59%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    Sources

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